Last Update: 31 July 2022

The Stocks/Bonds 40/60 Portfolio obtained a 7.18% compound annual return, with a 6.55% standard deviation, in the last 30 Years.

The Dynamic 40/60 Income Portfolio obtained a 7.29% compound annual return, with a 7.82% standard deviation, in the last 30 Years.

Summary

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Stocks/Bonds 40/60 Portfolio Dynamic 40/60 Income Portfolio
Risk Medium Medium
Asset Allocation Stocks 40% 40%
Fixed Income 60% 60%
Commodities 0% 0%
30 Years Stats Return +7.18% +7.29%
Std Dev 6.55% 7.82%
Max Drawdown -19.17% -29.84%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Stocks/Bonds 40/60 Portfolio +4.95 -7.11 -8.29 +5.79 +6.46 +7.18 +7.17
Dynamic 40/60 Income Portfolio +5.07 -7.15 -8.70 +3.57 +4.92 +7.29 +7.44
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Stocks/Bonds 40/60 Portfolio: an investment of 1000$, since August 1992, now would be worth 8003.92$, with a total return of 700.39% (7.18% annualized).

Dynamic 40/60 Income Portfolio: an investment of 1000$, since August 1992, now would be worth 8245.31$, with a total return of 724.53% (7.29% annualized).

Stocks/Bonds 40/60 Portfolio: an investment of 1000$, since January 1992, now would be worth 8309.78$, with a total return of 730.98% (7.17% annualized).

Dynamic 40/60 Income Portfolio: an investment of 1000$, since January 1992, now would be worth 8974.88$, with a total return of 797.49% (7.44% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Stocks/Bonds 40/60 Portfolio
Dynamic 40/60 Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.84% Nov 2007 Feb 2009
-19.17% Nov 2007 Feb 2009
-14.74% Jan 2022 Jun 2022
-14.69% Jan 2022 Jun 2022
-12.42% Feb 2020 Mar 2020
-9.38% May 1998 Aug 1998
-8.59% Sep 2000 Sep 2002
-8.09% Feb 2020 Mar 2020
-7.19% Jun 2011 Sep 2011
-6.73% May 2002 Jul 2002
-6.25% Jul 1998 Aug 1998
-5.98% Feb 1994 Jun 1994
-5.36% Sep 2018 Dec 2018
-5.36% Feb 1994 Jun 1994
-5.09% Oct 2018 Dec 2018
-4.76% Jun 2011 Sep 2011
-4.13% Sep 2000 Nov 2000
-4.06% Jun 2015 Sep 2015
-3.96% May 2010 Jun 2010
-3.79% Apr 2000 May 2000

Drawdown comparison chart since January 1992.

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Stocks/Bonds 40/60 Portfolio
Dynamic 40/60 Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.84% Nov 2007 Feb 2009
-19.17% Nov 2007 Feb 2009
-14.74% Jan 2022 Jun 2022
-14.69% Jan 2022 Jun 2022
-12.42% Feb 2020 Mar 2020
-9.38% May 1998 Aug 1998
-8.59% Sep 2000 Sep 2002
-8.09% Feb 2020 Mar 2020
-7.19% Jun 2011 Sep 2011
-6.73% May 2002 Jul 2002
-6.25% Jul 1998 Aug 1998
-5.98% Feb 1994 Jun 1994
-5.36% Sep 2018 Dec 2018
-5.36% Feb 1994 Jun 1994
-5.09% Oct 2018 Dec 2018
-4.76% Jun 2011 Sep 2011
-4.13% Sep 2000 Nov 2000
-4.06% Jun 2015 Sep 2015
-3.96% May 2010 Jun 2010
-3.79% Apr 2000 May 2000

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year Stocks/Bonds 40/60 Portfolio Dynamic 40/60 Income Portfolio
2022
-10.51% -10.36%
2021
+9.15% +6.72%
2020
+13.04% +8.28%
2019
+17.57% +15.91%
2018
-2.15% -3.18%
2017
+10.63% +9.18%
2016
+6.64% +7.53%
2015
+0.48% +0.21%
2014
+8.51% +7.01%
2013
+12.12% +6.13%
2012
+8.47% +12.70%
2011
+5.14% +2.96%
2010
+10.69% +11.25%
2009
+13.74% +22.37%
2008
-10.67% -14.80%
2007
+6.30% +0.88%
2006
+8.84% +9.18%
2005
+3.96% +5.23%
2004
+7.66% +8.41%
2003
+14.68% +21.64%
2002
-3.23% +1.03%
2001
+0.67% +8.71%
2000
+2.61% +3.43%
1999
+9.07% +11.02%
1998
+14.45% +6.04%
1997
+18.06% +16.36%
1996
+10.53% +16.81%
1995
+25.22% +23.17%
1994
-1.66% -3.19%
1993
+10.06% +14.73%
1992
+7.93% +12.95%
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